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The survey editor holds everything about a survey: its channel, its questions, its look and its delivery rules. It saves changes as you work and shows a live preview of the real widget or hosted page.

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The steps

The editor’s steps depend on the survey’s channel, and each step shows its name in the editor’s header.
  1. Channel: where the survey runs, Website, Link & QR or Email. The channel can be changed at any time, and each channel’s settings are kept, so switching to another channel and back loses nothing.
  2. Survey: the survey itself, in four tabs:
    • Content: questions, added with Add question from the question types, reordered and configured.
    • Appearance: the theme and the survey’s Display settings. See Design.
    • Text & languages: every visitor-facing text, such as buttons, headers and the thank-you screen. Languages are added from the language menu in the editor’s header.
    • Settings: After submit (a redirect to your own page), the survey Timer, Anonymous responses under Privacy, and the Powered by Usertick badge.
  3. Targeting on a website survey: its triggers and targeting rules. Email on an email survey: the message design, see Email campaigns. Link & QR surveys have no step here.
  4. Publish on a website survey, where the survey’s site is selected, or Share on the other channels, with the link and the QR code.
The Publish button in the header makes the survey live, and Send takes its place on an email survey.

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Send responses to your tools

Where responses go after they arrive isn’t set in the editor. A workflow sends a published survey’s responses to your connected tools and webhooks, and it is set up on the Workflows page.
  • After a website, link or QR survey is published for the first time, Usertick asks Send responses to your tools?, and Add workflow starts a workflow for that survey. The question appears on the Starter plan and above, for members with the Manage workflows permission.
  • When a new version removes or changes a question, option or variant that a workflow reads, Usertick pauses that workflow and names it after publishing. Open workflows lists the survey’s workflows, and a paused workflow runs again after it is edited and published.

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Drafts and publishing

  • Every change is saved as a draft shortly after you make it, and the header shows when the draft was last saved.
  • Publishing is a separate action. A draft never reaches visitors, and edits to a live survey keep the live version running until you select Publish changes.
  • Before publishing, Usertick checks the survey and lists anything that blocks it, such as an empty question, a missing channel setting or a feature your plan doesn’t include. A step with a blocking issue is marked in the step list.
  • From the keyboard, Ctrl S saves the draft now, and Ctrl Enter does what the main button in the header does: Next step, and Publish on the last step. On a Mac, press Cmd in place of Ctrl. Keyboard shortcuts lists the rest.

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Live preview

The preview on the right draws the survey with the same code your visitors load, and it updates as you type. Theme, display and question behavior in the preview match what visitors see. Redirects and other side effects are turned off in the preview, so the whole survey can be tested safely.

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Editing together

One person edits a survey at a time. When a teammate already has the survey open in the editor, it is read-only for you and names the person, and editing becomes available when they leave. Take over switches the other person to read-only after their saved version loads, so none of their saved work is lost. When the survey was saved in another session after your editor loaded it, your next change isn’t saved over that version. The editor turns read-only and shows “This survey was changed in another session, so your latest edits weren’t saved. Reload it to see the latest version.” with a Reload button. When your edit lock expired while the editor was open and nobody else took the survey, the editor takes the lock back and saves what is pending. When someone saved the survey in between, the editor loads the latest version and says “The edit lock expired, so the editor loaded the latest version of this survey.” When nobody saved it in between, nothing on screen changes.